Nu Holdings Is Still Early In Its Growth Trajectory

Company Performance - Nu Holdings (NYSE: NU) is experiencing economic challenges in markets such as Brazil and Mexico, yet it reported strong performance numbers for the second quarter of 2025 [2]. Investment Strategy - The Data Driven Investor focuses on uncovering alpha in the AI sector while managing downside risks in a volatile technology environment, emphasizing a disciplined investment strategy [3]. - The Long Term Growth Portfolio of the service has achieved a nearly 194% increase since 2018, driven by a risk-aware execution approach rather than market hype [1]. Analyst Background - Andres Cardenal, CFA, has over 25 years of experience in investment research and strategy development, leading The Data Driven Investor group which provides insights on growth and tech stocks [3].